The Bellwether Group at Morgan Stanley 2016 Speaker Series Save the Date As one of the top advisory teams on the Gulf Coast, the Bellwether Group at Morgan Stanley continues to strive to bring you engaging speakers on timely topics. Wednesday, February 10, 2016
David Darst
Senior Advisor Morgan Stanley Wealth Management Global Investment Committee Saving Your Assets: The Power of Asset Allocation in Wealth Preservation RSVP Required 941-363-8514 or rochelle.nigri@morganstanley.com
Tuesday, March 1, 2016
April 2016
Carla Harris
Harold Ford Jr.
Vice Chairman Wealth Management Senior Client Advisor at Morgan Stanley The Power of Women and Wealth: Preparing for the Future
Vice Chairman, Senior Client Relationship Manager Morgan Stanley 2016 Election Update
The Bellwether Group at Morgan Stanley 2 N. Tamiami Trail, Suite 1100 Sarasota, FL 34236 www.morganstanleyfa.com/bellwethergroup
Kathy Francoletti CTFA,® Sr. Vice President; Richard T. Williams III CFA,® Sr. Vice President, Financial Advisor; Scott L. Rockwell, Vice President, Financial Advisor; Aimee Cogan, CFP,® CIMA,® Managing Director — Wealth Management, Family Wealth Director, Wealth Advisor
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The guest speaker is neither an employee nor affiliated with Morgan Stanley Wealth Management. Opinions expressed by the guest speaker are solely his own and do not necessarily reflect those of Morgan Stanley. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP,® CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the US. Investment Management Consultants Association, Inc. owns the marks CIMA,® Certified Investment Management AnalystSM (with graph element),® and Certified Investment Management Analyst.SM © 2016 Morgan Stanley Smith Barney LLC. Member SIPC.
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